I work with clients to tailor your investments to match your goals – whether that be retirement income, wealth accumulation, college funding, or a combination of these. I also provide 401k guidance, from setting up to providing ongoing service.
Please contact me to set up an appointment to discuss achieving your financial goals.
When clients work with me they get a listening ear and start to see the possibilities for their future.
With over 28 years of experience, I have the knowledge and skills it takes to navigate market cycles.
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Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.
Advisory Services offered through West Michigan Advisors, LLC.
Securities offered through Level Four Financial, LLC, a registered broker dealer and Member of FINRA/SIPC.
Level Four Privacy Policy | Level Four Form CRS
Level Four Financial, LLC, and West Michigan Advisors, LLC, are independent entities.
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